Meet Dave Noland

Christ-Centered Financial Advice.

Meet Dave Noland, CFP®, where financial wisdom meets faith.

With a deep passion for helping fellow believers, Dave is dedicated to helping you navigate the complexities of wealth management and financial planning.

Whether you're seeking to achieve financial stability, plan for major life events, or give generously to support causes close to your heart, Dave is ready to walk alongside you, each step of the way. As a CERTIFIED FINANCIAL PLANNER^TMprofessional, he specializes in personalized strategies tailored to honor your beliefs.

Let's embark on this journey together, guided by faith and driven by purpose. Schedule a consultation today and take the first step towards a brighter financial future!

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More freedom, less worry. Better financial decisions, less guessing.

When you work with Dave Noland® in Summit Wealth Group's Franklin, TN office (located outside of Nashville), you will be receiving independent, fee-based advice. As an asset manager, Dave is legally obligated to act in your best interest, so you can be sure the advice you receive is objective and impartial.

What does working with Dave look like? It looks like more time and freedom to do the things you enjoy. It means you can be sure you have a tax strategy that is designed to minimize the amount you pay to Uncle Sam. It means you are equipped with the tools you need to lead a successful long-term career. It means you have a roadmap for financial success that reflects your goals and aspirations.

Summit Wealth Group's financial planning process is completely tailored to you. Utilizing Summit's in-house financial planning team, Dave will create a plan that aligns with your unique journey and specific goals. As a CERTIFIED FINANCIAL PLANNER^TM professional, Dave has a fiduciary responsibility to manage assets in a way that aligns with your best interests and values.

Fee-Based

Dave provides advice to business owners through a fee-based consulting arrangement which allows you the opportunity to only pay for the services you need.

Fiduciary

As a CERTIFIED FINANCIAL PLANNER^TM professional, Dave is considered a legal fiduciary. This means that he is legally obligated to provide advice that is in your best interest.

Independent

Clients of Dave have access to a wider variety of options to help customize a financial plan that will be effective for you.

Planning-First

At Summit, we believe the financial plan provides a foundation for all financial decisions to be made. This process often provides business owners exactly what they are looking for to build their confidence and clarify their options.

Your Journey Starts Here:

Schedule Appointment

It all starts with clicking the link below to schedule an appointment. Specify that you would like to meet with Dave and choose the times that best work for you. The Nashville, TN team at Summit will reach out to confirm the appointment.

Meet With Dave

Dave will meet with you at the scheduled time for a complimentary discovery meeting to find out where we can best assist you on your financial journey.

Receive a Customized Financial Plan

After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make critical financial decisions for your business with complete confidence.

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Contact Us

Office location: 256 Seaboard Lane Suite C101, Franklin, TN 37067

Phone: (615) 376-5363

Fax: (615) 376-5364

Hours: 8:30 AM - 4:30 PM Monday - Thursday, 8:30 AM - 3 PM Friday

Schedule a Free Consultation With Dave

Dave would love the opportunity to connect in person if you are in the Nashville area. Not in the area? That's okay! Dave has clients all over the world! Let us know if you are unable to connect in person, and we will set up a virtual face-to-face meeting.

Dave is pleased to offer a complimentary initial consultation. Please click the link below and specify that you would like to meet with Dave!

Schedule Now